NAPFA Fall Conference 2018

From October 15th through the 18th, we’ll be exhibiting at the NAPFA Fall Conference at the Philadelphia 201 Hotel located in the heart of old Philadelphia, Pennsylvania. We’ll be located at Booth 109, right by one of the food stations – you can’t miss us!

Insights on Self-Directed Retirement Plans

Asset TV  segments on self-direction as a retirement wealth-building strategy.

Are You Headed for a Retirement Income Crisis?

Social Security benefits will be cut by 23 percent in 2034, causing a retirement income crisis for millions of retirees. Avoid that meltdown with a self-directed IRA.

Americans are Stressing about Retirement – are your Savings Giving you Nightmares?

A survey by Bankrate.com found that saving for retirement is the biggest financial worry among Americans today, especially among younger Baby Boomers (ages 54 to 63) and Gen Xers (between 38 and 53 years old). That should come as no surprise, given those...

NAPFA Fall Conference Oct 15-18 2018

NAPFA (National Association of Personal Financial Advisors) Fall Conference ​​​​​​​October 15-18 The Philadelphia 201 Hotel, 201 N 17th St, Philadelphia, PA From October 15th through the 18th, we'll be exhibiting at the NAPFA Fall Conference at the...

Exclusive Webinar Oct. 23, 2018

Smart Retirement Planning Exclusive Webinar Oct. 23, 2018 Next Generation welcomes Richard Ehrlich, President and Chartered Financial Consultant at Secure Wealth Planning Group, who will cover the basics of smart retirement planning. Brittany Pickell, our Director of...

Enhance Your Retirement with a Self-Directed IRA

There are several legislative bills in play in both houses of Congress, including two versions of a bill (H.R. 5282 and S. 2526) called the Retirement Enhancement and Savings Act of 2018 (RESA). Provisions of these acts are meant to: Improve multi-employer...

Next Generation Trust Company

The Next Generation of Self-Directed Retirement Plans

The neutral third-party professionals at Next Generation Trust Company expertly guide clients and their trusted advisors as part of their white glove, personalized service for a seamless transaction experience from start to finish. Founded on the philosophy that every person should have control over their own retirement plans, Next Generation Trust Company educates consumers and professionals about self-directed retirement plans and nontraditional investments, a strategy at one time reserved only for the very wealthy.

Next Generation Trust Company, a custodian of self-directed retirement plans, is a trust company chartered in South Dakota. Its sister firm, Next Generation Services provides comprehensive account administration and transaction support with Next Generation Trust Company acting as custodian for all accounts.